OY
Theodore York
from Argonautica Private Wealth Management, Inc
Theodore York is a financial advisor based in Massachusetts, Wellesley,
with 29 years of experience. Theodore currently works for
Argonautica Private Wealth Management, Inc.
Theodore maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Theodore York works at Argonautica Private Wealth Management, Inc
Argonautica Private Wealth Management, Inc is a financial advisory firm based in Wellesley, Massachusetts. It currently has approximately $355,045,792 of assets under management and employs about 6 people. Argonautica Private Wealth Management, Inc uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
14 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
57 River Street, Suite 202, Wellesley, Massachusetts, 2481
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